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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,464 | $99,345-69.3% | $84,753-64.1% | $273,972-88.9% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 6.14% | 22.93%-16.8pp | 22.78%-16.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $3,089 | $4,214-26.7% | $3,574-13.6% | $4,869-36.6% |
| Participant deferral / active EE | $1,656 | $4,270-61.2% | $3,712-55.4% | $5,287-68.7% |
| Admin fee / account holder | $318 | $6,645-95.2% | $5,333-94.0% | $10,133-96.9% |